Other · DOL Form 5500 · 2023
Inova Health System Retirement Plan
Data updated 2026-08-11
- $149M
- Total assets
- 19,826
- Participants
- 94th
- Percentile by assets
- $7,534
- Avg per participant
Official DOL plan name: Inova Health System 403(b) Plan · Sponsored by Inova Health System · Virginia · Healthcare & Social Assistance
$149M in assets, 19,826 participants
Inova Health System's Inova Health System 403(b) Plan reported $149M in total assets and 19,826 participants in its 2023 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 94th percentile by assets (of 127,072 plans)
- #16,684 in Healthcare & Social Assistance (17,684 peers)
Coverage in Virginia
Inova Health System 403(b) Plan covers 19,826 participants in Virginia, 25x the typical Virginia plan (state average ~782 per filing). Assets: $149M.
- $149M
- total plan assets (2023 EOY)
- 19,826
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $7,534
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Inova Health System 403(b) Plan reported net income rose from -$31M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Inova Health System 403(b) Plan end-of-year assets rose from $131M in the plan year 2022 filing to $149M in the plan year 2023 filing.
- Inova Health System 403(b) Plan reported participants rose from 17,563 in the plan year 2022 filing to 19,826 in the plan year 2023 filing.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Inova Health System 403(b) Plan reports 19,826 participants - 25x that state average ($149M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $131M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | $18M |
| Employer EIN | 541071867 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Inova Health System)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 35,478 | $2.5B |
| 2023 | 2 | 39,461 | $3.1B |
| 2024 | 2 | 43,773 | $3.7B |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
Inova Health System 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants
- Sentara 403(b) Savings Plan $3.3B · 25,806
- The George Washington University Supplemental Retirement Plan $1.5B · 8,047
- Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
- Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978
- Centra Health Matching Tax Deferred Savings Plan $670M · 7,141
Scale composition for Inova Health System 403(b) Plan
Inova Health System 403(b) Plan reports $149M in end-of-year assets across 19,826 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $7,534 per participant (5% of the national average assets-per-participant) . Net income for plan year 2023 was $18M.
This plan identity (EIN 541071867, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $131M to $157M (+19.4%) while covered participants moved from 17,563 to 22,057 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,563 | $131M | Open filing |
| 2023 | 19,826 | $149M | This page |
| 2024 · index core | 22,057 | $157M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Inova Health System Retirement Savings Plan (401(k), $3.5B, 21,716 participants)
- Inova Health System 403(b) Plan (Other, $157M, 22,057 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Inova Health System 403(b) Plan by total assets, not by location.
- Elizabethtown College Defined Contribution Retirement Plan (PA) $149M · 699
- Lecom Health 403(b) DC Plan (PA) $150M · 1,867
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan (HI) $149M · 871
- The Navigators Basic Retirement Plan (CO) $150M · 1,620
Frequently Asked Questions
How did Inova Health System 403(b) Plan assets move in 2023? ▼
How have Inova Health System plan assets changed over time? ▼
Where does Inova Health System 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Inova Health System 403(b) Plan? ▼
Next read for Inova Health System 403(b) Plan
Filing takeaways
Ways to act on Inova Health System 403(b) Plan's numbers.
- By total assets, Inova Health System 403(b) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- Inova Health System's sponsor-wide assets have grown 46.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans